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case Study

Asia Wealthtech Strategy

We designed an end-to-end market entry strategy for a leading global asset manager’s B2B WealthTech solution in Asia.

Client Description

Top Ten Global Asset Manager

Our client is one of the largest active asset managers in the world, with investments in equities, multi-asset, fixed income, liquidity, sovereign wealth funds, real estate, and private markets. They were looking to develop a market entry strategy for their lucrative B2B WealthTech offering in Asia

Problem Statement

To expand its technology offerings in the region, the client wished to understand key opportunities and develop a bespoke market entry strategy.

Project Approach

Industry Review

We evaluated high potential industries which would be interested in delivering wealth management to their end clients.

Competitive Benchmarking

We assessed our client’s WealthTech solution against leading players in the region to identify capabilities and gaps.

Client Targeting Strategy

We developed a list of priority clients with key offerings to be provided, recommended pricing, and outreach.

Key Achievements

Opportunity Identification

Identification of critical markets, clients, and partnerships necessary for success.

Tailored Offerings

Development of key areas of improvement in terms of core capabilities to suit regional & local clientele.

Branding Proposition

Establishment of key channels of outreach, with insight into key pitfalls and necessary mitigations.

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Strategy Development

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Employee Upskilling

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Industry Review

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